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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Re the outage yesterday; For those who wish to complain here is the email address--
td.waterhousecompliance@td.com. I urge td users to complain vigorously and to seek compensation.
Read Answer Asked by roger on April 08, 2015
Q: Hi team, I was just looking for a replacement bond for a recent maturity and I found a %4.00 First National bond maturing in 2020, but without any rating on this bond. I realize there is always an interest risk going out 5 years, but I continue to use a bond ladder ranging from 2015 to 2022 as I think a person should still hold some bonds. I am not afraid of buying individual bonds, just have never bought one from this company. Thoughts? or should stop buying individuals bonds and go to an ETF. Thanks again for you great help.
Read Answer Asked by Ray on April 08, 2015
Q: Here is a link to the above company. I realize it is very speculative but I would like to know what your thoughts are on this project and their new link with an ONtario firm. Thanks very much.
http://www.scandiummining.com/i/pdf/SCY-Fact-Sheet-Dec-14.pdf
Read Answer Asked by Maureen on April 08, 2015
Q: Good afternoon,
I would appreciate any views that you may have upon Leucadia National as a potential investment. I am ok with accepting some degree of risk.
Thank you.
Read Answer Asked by Peter on April 08, 2015
Q: At a 14.8 percent dividend yield, this looks like a fantastic stock. What would be the negatives in owning this stock? I am in my late 40's and don't need the dip into it for at least another 15 years or so.
Read Answer Asked by Bohdan on April 08, 2015
Q: Hi guys, for educational reasons only.
Why is CPD selling off. Is it the fear of higher interest rates.
It seems excessive to me. Thanks for all you do.
Read Answer Asked by Greg on April 08, 2015
Q: I am at the point where bond maturities are reducing my interest revenue yet do not want to be overexposed to equities (currently at 50% - I am retired). Bond yields are very low. What strategy do I take? Do I reinvest in short-term Bonds hoping for the return of decent interest rates or move up the risk curve and use bond-like equities for better yield?
Read Answer Asked by Greg on April 08, 2015
Q: Is Stantec STN a screaming buy, or what? It has not traded this deeply below the 200 day moving average since 2008. The last time it fell below the 200 dma was July 2012. It is at the bottom of its trading range. The markets are heating up. The last few trading days STN has been up on the technical indicators. And it is one of the rare A-rated companies. How badly can we do buying STN at this time?
Read Answer Asked by Jerry on April 08, 2015
Q: I hold these stocks in my cash acct. Each is down about 50%.
Although I don't need to sell them at this time, should I look at getting rid of one or more. Inventory issues and other questions about the future for the sector make me question holding them for another year or two.
Thanks for the advice
Read Answer Asked by Ron on April 08, 2015
Q: I currently own BAE Systems and Orbital ATK inc. I am looking at another defence stock to add to my portfoilio. Which looks best to you, from Rockwell Collins (COL.US), Northrop Grumman (NOC.US) or Precision Castparts (PCP.US)?

The following article in Globe and Mail gives some comparisions:

http://www.theglobeandmail.com/globe-investor/investment-ideas/number-cruncher/looking-for-aerospace-all-stars/article23774321/
Read Answer Asked by Andrew on April 08, 2015
Q: Which one of the following do you think has the highest growth potential in the next 3 years without being too risky?
CXI
AYA
PHM
I normally don't buy stocks that don't have a dividend, but I'm looking to use one of my 20 CA stock positions to add a little zip. Perhaps there's a better pick apart from these 3? cheers
Read Answer Asked by Andrew on April 08, 2015
Q: I bought CSU at 112. I sold at 156. I rebought and sold at 225. I rebought and sold some at 400, and am now contemplating sale of the rest at 475. This stock won't stop increasing in share price and as a consequence now represents 14.73% of my portfolio. I truly appreciate your reco on this one, but do you see anything to deter from holding onto this stock with this weighting?

Thanks!

Eric
Read Answer Asked by Erichsen on April 08, 2015
Q: I AM IN THE PROCESS OF REVIEWING YOUR NEW GROWTH PORTFOLIO AND HAVE A COUPLE OF QUESTIONS
A)BECAUSE I HAVE A NUMBER OF THESE COMPANIES IN MY CURRENT PORTFOLIO I WOULD BE FORCED TO BUY AND SELL SOME IN ORDER TO MATCH YOUR % ALLOCATION. I WOULD LIKE TO UNDERSTAND YOUR METHODOLOGY ON HOW YOU ARRIVED AT YOUR % ALLOCATION IN ORDER TO DETERMINE IF I NEED TO ADJUST MY CURRENT HOLDINGS.
B)YOU HAVE OFTEN COMMENTED UPON AMAYA GROUP BUT YOU CHOSE INTERTAIN GROUP FOR YOUR PORTFOLIO. COULD YOU EXPLAIN WHY PLEASE.
THANKS YOU FOR ALL THE INFORMATION YOU PROVIDE.I LOVE READING THE QUESTIONS AND ANSWERS EVERY DAY. THANKS AGAIN
Read Answer Asked by Michael on April 08, 2015
Q: Hello Peter and Team
With interest rate increases seemingly at bay for the time being (certainly in Canada) I am interested in beefing up my position in the Utilities sector. I am torn in a choice between ENF ( Enbridge Income Fund, and AQN ( Algonquin Power ). They both have strong upside potential for their own respective reasons, but I am at a loss in determining which one has the advantage, if any. I am looking to place one of the two within a well-diversified income oriented portfolio, with a preference for stocks offering income supported by growth. As always, I would appreciate you valuable input, in helping me with this decision.
Thank you kindly,
Rick
Read Answer Asked by Rick on April 08, 2015
Q: I notice that the market had a positive response to the announcement that CDV was acquiring Pacific Wave Systems. What do you think of the acquisition and recent results. Thanks
Read Answer Asked by Ross on April 08, 2015
Q: Hello Peter and the 5I team

I have been thinking of buying a defensive consumer stock, one that may benefit from the lowwer fuel prices and one that is some what protected against economic down trends. I have been considering COST (Costco) but am concerned with the currency difference. And also I have been thinking of buying DOL. Which one do you like and what are the pro's and con's for each stock. Anytime I venture to a Costco the place is packed and they seem to have an almost cult like following, I haven't been to a Dollarama lately but by the share price they must be doing equally well.
Read Answer Asked by Darren on April 08, 2015
Q: Thought I would weigh in briefly and say that I have been with Q-Trade for 5 years and have never noticed a site crash. They come by their lofty ranking in the Globe legitimately. An outstanding site with many analytical tools, deep research, and recently, lower fees.
Read Answer Asked by Kim on April 08, 2015
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